IFA Administrator

IFA Administrator

Proactive Personnel are currently recruiting for an experienced IFA Administrator to join a professional and client-focused financial planning team. This is an excellent opportunity for a detail-oriented individual with strong technical knowledge and a proactive approach to supporting Advisers while delivering a first-class client experience.

Key Responsibilities:

* Provide high-quality administrative support to Advisers and Paraplanners throughout the client journey.

* Prepare client packs, valuations, meeting documentation, and review paperwork.

* Process new business, top-ups, withdrawals, switches, and transfers accurately and efficiently.

* Liaise with product providers and platforms to obtain policy information, monitor progress, and resolve queries.

* Maintain accurate client records and update the CRM system in line with internal procedures.

* Support annual review processes and ongoing servicing requirements.

* Assist with compliance and file checking to ensure records meet FCA and internal standards.

* Communicate professionally with clients, providers, and colleagues to ensure a smooth and positive experience.

About You:

* Previous experience in an IFA Administrator, Wealth Management Administrator, or similar financial services support role.

* Strong understanding of pensions, investments, protection products, and financial planning administration.

* Knowledge of FCA and compliance requirements within a regulated environment.

* Excellent organisational skills with the ability to manage multiple cases and deadlines.

* Strong attention to detail with a methodical and accurate approach to work.

* Confident written and verbal communication skills.

* Advanced working knowledge of iO / Intelligent Office / Intelliflo CRM is essential.

* Working towards or interested in professional qualifications would be advantageous.

What’s on Offer:

* Competitive salary of £28,000 - £35,000, depending on experience.

* Supportive and collaborative team environment.

* Opportunities for professional development and career progression.

* Study support for relevant industry qualifications, where applicable.

* Paid city centre car parking, a discretionary annual bonus, and 25 days' holiday plus bank holidays.

* Monday to Friday, 09:00 – 17:00 (1-hour unpaid lunch break)
Only candidates based in UK and eligible to work in UK are allowed